Home
Ivybridge
Financial planner
Financial Advisor - Client bank given - experienced and Junior considered

Financial Advisor - Client bank given - experienced and Junior considered

Reed

Posted 12 days ago, valid for 14 days

Ivybridge, Devon PL210LE, England

£25,000 - £60,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Independent Financial Advisor (IFA) position is available in Ivybridge, Plymouth, for individuals passionate about providing expert financial guidance.
The role is open to both experienced IFAs and trainees, with a requirement of a Level 4 Diploma in Financial Planning or equivalent.
Key responsibilities include conducting financial assessments, providing tailored advice, and fostering strong client relationships.
The compensation is competitive and based on experience, with a supportive work environment and opportunities for growth.
Candidates should possess excellent interpersonal skills, a proactive approach to business development, and flexibility in working arrangements.

�? Job Opportunity: Independent Financial Advisor (IFA) - Ivybridge, Plymouth

Are you passionate about providing expert financial guidance? Do you thrive in an independent, client-focused environment? Look no further! We’re seeking a skilled Independent Financial Advisor (IFA) to join my client in Ivybridge, near Plymouth.

About Us:

We’re a well-established and respected financial advisory firm serving clients in Plymouth, South Devon, and across the UK.
Our commitment to independence means we offer impartial advice, free from ties to any financial institutions.
With access to the entire market, we provide fully-informed recommendations to both individuals and businesses.

Role Overview:

As an IFA, you’ll have the opportunity to work with a diverse clientele, including existing clients and new prospects.
We’re open to applications from experienced IFAs as well as trainees or junior advisors.
Collaborate with our team of four directors, administrative staff, and paraplanners who provide essential support.
Utilise their efficient back-office systems and cutting-edge research tools to enhance your productivity.

Key Responsibilities:

Conduct comprehensive financial assessments for clients, considering their unique needs, goals, and risk tolerance.
Provide tailored advice on investments, pensions, insurance, and estate planning.
Foster strong client relationships through regular reviews and proactive communication.
Contribute to business growth by acquiring new clients and meeting performance targets.

Requirements:

Qualified as an IFA (Level 4 Diploma in Financial Planning or equivalent).
Excellent interpersonal skills and the ability to explain complex financial concepts clearly.
A proactive approach to business development and client acquisition.
Flexibility to work in a hybrid model, combining office-based and client-facing activities.

Package:

Competitive compensation based on experience.
Supportive work environment with a collaborative team.
Opportunity to make a meaningful impact on clients’ financial well-being.

If you’re ready to take your IFA career to the next level, apply today! Send your CV to

Apply now in a few quick clicks